Set default Business Process on a form while creating new record

Problem statement: Unable to switch or set default Business Process on a form while creating new record. Scenario: Assuming a given entity (Case) has several forms associated with it and each form can be associated with one or more business processes. When a user tries to create a new record, the selected form will use…

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Best practices for automating business process stage progression in Dynamics 365

Applies to: Dynamics 365 Synopsis: This article helps you avoid error “Invalid stage transition. Transition to stage <stage name> is not in the process active path.” by suggesting some best practices for automating stage progression in business process flows. The Fall 2016 release of Dynamics 365 (version 8.2) introduced big enhancements to business process flows,…

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New eBook: How to customize a CRM business process

If you’re looking for easy-to-read guidance on how to customize one of the many business process solutions available for download from the Microsoft Dynamics Marketplace, check out the new eBook: Change a business process. By walking you step-by-step through a visual example, the eBook explains how to use the business process editor to customize an…

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